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LPl Financial LLC CRD 6413
$819B regulatory AUM 209,600 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-01-26 |
Branch Locations
7093 Eastport Drive, The Villages, FL 34762 • United States
7093 Eastport Drive, The Villages, FL 34762 • United States
4707 Executive Dr, San Diego, CA 92121-3091 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| University Of Central Florida | Orlando | FL | 08/2012 | 05/2018 |
| Citizens First Bank | The Villages | FL | 09/2018 | 01/2026 |
| Unemployed | Lady Lake | FL | 05/2018 | 09/2018 |
| Infinex Investments, Inc. | Meriden | CT | 09/2019 | 01/2026 |
| Lpl Financial | The Villages | FL | 01/2026 | Present |
| Seacoast Bank | The Villages | FL | 01/2026 | Present |
1. Investment products and services are offered through LPL Financial LLC using the DBA/trade name Seacoast Investment Services - Inv Rel - At Reported Business Location (s) - Start Date : 01/2026
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-04-02 |
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